Intuitive Surgical selloff brings attractive opportunity, says Leerink

Leerink believes the post-earnings selloff in Intuitive Surgical (ISRG) shares creates an attractive buying opportunity. The firm believes the Street is getting the story wrong and that the pullback does not reflect the strength of the company’s underlying fundamentals. The U.S. DV5 launch suggests potentially underappreciated outside the U.S. acceleration in the second half of 2026, the analyst tells investors in a research note. Leerink reiterates an Outperform rating on Intuitive Surgical with a $593 price target